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Macro views

Mirova monthly market review – February 2025

February 25, 2025 - 26 min

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The Fed is not independent
podcast
The Fed is not independent
Vaughan Nelson’s Chris Wallis discusses the US Federal Reserve and its new Chair plus equities outlook for 2026.
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Macro outlook 2026: Beyond the wall of worry
What’s driving markets and what could derail them in 2026 is discussed by macro experts from Natixis Investment Managers.
Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.